This special edition of our GROW on Tour is your chance to catch up on all the insights, connections, and dynamic discussions that made the live events a hit.

Designed to replicate the energy and impact of our in-person tour, this session offers a high-impact lineup of expert speakers, practical tools, and real-world best practices - all from the comfort of your screen. You’ll also benefit from insights shared by our partners Aspen, Vanguard, and Fundment, who’ll equip you with the knowledge and resources you need to deliver better outcomes for your clients

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Fundment - The (secret) 7-question test of a modern platform

There are close to 30 adviser platforms out there. Their similarities probably outnumber their differences. Does it matter then, which you choose to work with? In this webinar, we will show you the (sometimes stealthy!) ways you can spot a modern platform. And we’ll show you the instant difference they will make to you, your business, and your clients.

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Aspen - Retirement Income – Building a scalable CRP

Join us for a hands-on workshop designed for financial advisers, paraplanners, and compliance managers looking to streamline their approach to retirement income planning.

We’ll explore what really matters to clients in retirement - balancing lump sums, ongoing income needs, legacy planning, and longevity. You’ll also gain insights into the latest regulatory framework, including the FCA’s most recent Retirement Income Review.

The session will focus on how to implement a Centralised Retirement Proposition (CRP) that is Simple, Versatile, Reliable, and Repeatable - all while allowing for a more tailored approach to client needs.

We’ll introduce a fresh way to think about retirement income using the three-bucket approach:
💧 Liquidity - Covering short-term expenses
🌟 Lifestyle - Supporting day-to-day living and aspirations
🏛️ Longevity - Ensuring financial security for the long haul

This approach helps mitigate sequencing risk and reduces financial anxiety, giving clients confidence in their retirement strategy. To bring it all to life, we’ll walk through a live case study, demonstrating how a scalable CRP works in practice.

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Vanguard - Behavioural coaching in investing

Investing is an emotionally charged effort that challenges people to contend with uncertainty and doubt. Behavioural coaching is likely the single most important service advisers can provide to their clients and one of the most impactful drivers of practice outcomes as it strengthens trust between advisers and their clients.

This session delivered by Vanguard, will focus on how embracing the behavioural coaching principles of planning, proactivity, and positivity sets the stage for advisers to deliver effective coaching when the opportunity presents itself in the moments that matter.

It will also highlight Vanguard’s “3A Framework: “Assess, Address, Audit” which provides a comprehensive yet easy-to-follow sequence for addressing client concerns, taking appropriate action, and building trust.

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‍Who’s it for?

·     Financial Advisers

·     Financial Planners

·     Advice Firm Owners

·     Paraplanners

·     Compliance Managers